Position in MS
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$867,097
+$188,082 QoQ
Shares Held
4,148
+0.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#1,483
of 2,723 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in MS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026HOLDERNESS INVESTMENTS CO holds $3,165,689 across 3 Capital Markets names. MS ranks #2 (27.4% of the industry book) .
All Filings in MS
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $867,097 | 4,148 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $679,015 | 4,126 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $727,162 | 4,096 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $653,166 | 4,109 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $604,148 | 4,289 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $482,080 | 4,132 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $523,749 | 4,166 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $434,263 | 4,166 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $406,837 | 4,186 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $373,626 | 3,968 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $370,016 | 3,968 | Shares | Sole | 2024-02-13 | |
| No filing history on record for this holder in this stock. | ||||||